Alphabet loses about $690 billion as AI concerns mount while Berkshire builds stake

  • Alphabet’s market value fell about $690 billion from its May 13 record as investors questioned its AI competitiveness and spending.
  • Berkshire held about 106 million Alphabet shares at June 30 after investing roughly $10 billion in the second quarter.
  • Berkshire Class B shares closed at $505, up 0.5% year to date and trailing the S&P 500 by 12.2 percentage points.

Alphabet has lost about $690 billion in market value since reaching a record $4.84 trillion on May 13, with shares falling nearly 15% to leave the company valued at about $4.15 trillion by the 27th. Investors questioned Alphabet’s artificial-intelligence competitiveness after researcher departures, delays to Gemini 3.5 Pro and heavy infrastructure spending pushed free cash flow negative. Berkshire Hathaway accumulated about 106 million Alphabet shares by June 30, investing roughly $10 billion in the second quarter; Warren Buffett said he personally made the decision. Berkshire Class B shares closed at $505, up 0.5% year to date and trailing the S&P 500 by 12.2 percentage points, as investors weighed Greg Abel’s leadership transition, Berkshire’s cash balance, lack of a dividend and absence of a $100 billion-plus acquisition.

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